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8???????23??,??(300418.SZ)(??“?????????”)???????2024?????2024????,??????25???????????????????,?78.2%,????????????22?????,?????????????????9 %,????88.2%???????????????????7.6??????????,???115.7%??????????AI????????

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AI????????????????????,?????,?AI?(DAU)??????????????100?????????????????????,AI??Linky?????????????(DAU)????50???,????????????????AI?????????«Club Koala»????Alpha??, ????????2024?????????10??????Beta?????????,??????AI????,?AI????UGC??RPG?????????«Project G7»?AI?,????4?C????,??????????????????;???,????????????????????AI??????????Melodio???AI??Mureka?AI????????,AI???SkyReels??8????19???????,????SkyScript????????????????StoryboardGen?????3D?????????Sky3DGen????AI 3D????WorldEngine,??????????“???”,??AI??

Melodio???? Mureka?? AI??Linky??????

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?,?????????????Opera 2024??????,2024????,Opera????2?????????????,???????17%;?EBITDA 5,152???,???22%????????????2024??????,Opera???????????3?,??????ARPU?????????????????,2024?????Opera????ARPU????1.5????,?????????25%???????????,Opera???AI???????????,???????????“AI Feature Drops”??????,???????????,???????????????????“Ask Aria”?“Aria Voice”; Aria?????,?????????

2024????,???AI??????“???”??,????,??,????AI????????,???????????????;??????????????,???????????????,?????,??????????

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